Understanding Estate Planning: Wills, Trusts, and Powers of Attorney

May 27, 2024 – In today's Lifetime Planning segment, we explore the fundamentals of estate planning with Adam Sherry, an attorney specializing in estate planning, trust administration, and probate at Spector & Sherry. Adam joins Jim Puplava of Financial Sense Wealth Management to discuss essential estate planning documents, common scenarios people may face, and how an estate plan functions in each situation. They also highlight critical steps individuals should take if they have not yet established a will, trust, or durable power of attorney.

Contact Adam Sherry at Spector & Sherry (spectorsherry.com)

To speak with any of our advisors or wealth managers at Financial Sense Wealth Managment, feel free to Contact Us or give us a call at (888) 486-3939.

Stay ahead of the market! Subscribe to our premium weekday podcast

Financial Sense Wealth Management: Invest With Us
apple podcast